Elite Capital Services, LLC

Overview

Elite Capital Services, LLC is a small, independently owned registered investment adviser organized as an LLC that serves individual and family clients. The firm charges clients on a percentage-of-AUM basis and lists portfolio management (for individuals/small businesses and for business/institutional clients) and pension consulting among its advisory activities. It is not classified as a multi-state adviser and does not identify as an active ESG investor. The business also engages in other financial product sales, which aligns with its use of annuities alongside managed portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices